I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. I approach my clients from a full balance sheet perspective and advise on both assets and liabilities.  I am committed to helping you achieve your goals both near and long term while helping you plan for your future and your legacy.

I grew up in San Francisco and attended San Francisco State University where I received a BA in Economics and an MBA. I started my financial services career at Citibank in 2005. Over the next 15 years I grew professionally, spending time at the Wells Fargo Private Bank, Abbot Downing (fka Wells Fargo Family Wealth), First Republic Bank, Prudential Financial and BBVA Global Wealth. During this time I helped teams manage investments for both institutional and individual clients with assets ranging from $1m to $1b. I developed myself through continuing education becoming a CERTIFIED FINANCIAL PLANNER^® professional, and I also hold the Chartered Financial Analyst^® and Chartered Market Technician^® designations. Merrill allows me to utilize a world class platform and synthesize my education and experience to help provide an unparalleled level of service to my clients.

I live in Danville, CA and in my free time enjoy spending time with my wife, Anastasiia, and two kids Katerina and Viktor. As a family, we love to spend time outdoors, especially at our cabin in Groveland, CA, which is right next to Yosemite National Park.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.